Mission
We Are On a Mission To Educate & Empower 1,00,000 People About Personal Finance and Help Them to Achieve Financial Freedom Using Our Research Based Money Management Process.
We Are On a Mission To Educate & Empower 1,00,000 People About Personal Finance and Help Them to Achieve Financial Freedom Using Our Research Based Money Management Process.
Founder
Laxmikant Mangle
(B.Sc., D.B.M., M.M.S, M.B.A(Finance)
Advance Financial Goal Planner(AAWM,USA)
- Experience - 25 Years
- Clients - 300+ Satisfied Families
- Worked with HDFC Bank ,Fullerton India , Shriram Group
27
Years of Experience
550+
Satisfied Clients
About Us
Transforming Lives
People fear that they will outlive their money and therefore they die rich and live poor. This is because most people do not understand the power of their money. Another kind of people spend more than they should because they believe that life will go on in the same way year after year. They too in a sense do not understand the risks that they can encounter and how their money can be deployed to protect their interests
This is where we make a difference
We are driven by the desire to understand people and their desires, their dreams and their fears and provide money solutions to address their needs
What We Do
Hand holding
the Investor
Educating
the Investor
Risk Management
of the Investments
Finding
Investment option
Investment Philosophy
We believe a notional loss is a real loss till markets turn around. Therefore our philosophy is based on the concept of investment experience. We believe in providing the customer a comfortable investment journey by using the principles of strategic asset allocation and rebalancing
Our Five steps strategy is based upon
- Size of corpus
- Momentum of market
- Valuation of market
- Stage of investment
- Allocation & Rebalancing
Wealth Protector
Suitable for people in the age group of 40 to 55 with investment horizon of 5 years and above
Wealth Accelerator
Suitable for people in the age group of 25 to 40 with investment horizon of 7 years and above
Wealth Educator
Suitable for people in the age group of 30 to 45 years parents with investment horizon of 7 to 10 years
Wealthy Holidays
Suitable for those people in the age group of 40 to 55 years who wish to go on holidays valued at Rs 5 lac every year
Wealthy Protector Plus
Suitable for those people in the age group of 55 to 65 years who wish to have a consistent cash flow with capital protection
Our Services
We offer the following services to make your investing experience truly a memorable one.
Indian & Global Economy View
This information helps in asset re-balancing from time to time (usually once in 6 months)
Portfolio on email every month
Always important to be aware of what you own and how this is changing over a period of time
Asset Rebalancing every six months
This exercise is like fine tuning your portfolio asset mix so that is stays relevant with time. This is not an exercise to redeem an old fund and buy a new fund but just adjusting the asset composition from within the portfolio.
Review Portfolio
We do a detailed review exercise once a year and only if necessary will redeem investment from one fund and transfer to another fund.
Our attempt will always be to stickto our investment for a
much longer term.
Capital Gains Statement at the end of financial year
This is needed for tax filing which is an annual mandatory ritual for every investor.
Quarterly call to the client
This call is to discuss about the portfolio, the markets, explaining steps to be taken etc.
Our Blog
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